DeAnna_Humphrey
Level 2
Contact Me
| Online Status |
Offline
|
| Date Last Visited |
a week ago
|
30
Posts
0
Likes
1
Solution
02-11-2019
08:29 PM
Sanford, Yes, thank you. That is indeed what I missed checking-off in the script editor. It is working now. J Grant Gray guided me to this solution a little earlier. Thanks again for taking the time to assist me today. Hope you have a lovely evening. Best regards, DeAnna On Mon, Feb 11, 2019 at 10:21 PM Sanford Whiteman <
... View more
02-11-2019
07:27 PM
Sanford, You are awesome and I appreciate your help. However, you assume I know the code. I do not. I am learning as I go. So your input is helpful for me but the way you show me in your how to steps doesn't make complete sense to me. The original script was what was given to me a while back and it was working fine in one of my workspaces and when I copied and pasted it to my second workspace it as you said above crashed. Thanks again for all your assistance and in the future realize not everyone working in Marketo knows how to work with the code. Best, DeAnna On Mon, Feb 11, 2019 at 8:40 PM Sanford Whiteman <
... View more
02-11-2019
01:09 PM
## First, covert the variable to currency format #set($total = $number.currency($$${lead.Bonus_Gift_Card_Amt__c})) ##our code from before, e.g., $121,237.10 #set($stringLength = $total.length() - 3) ##get the total string length and calculate what we want to keep, e.g., 8 --note the specific spacing between the commands here! screwing up the syntax will crash it (e.g. if you remove the space) #set($totalb = $total.substring(0,$stringLength)) ##takes the sub string of just the first 3 characters, e.g., $121,237 ## Then, for the email output ${totalb} This is the only way I can see how to copy and paste it.
... View more
02-11-2019
12:16 PM
I have a token script that is working in one workspace but not in another. The script for whatever reason is pulling the value of a different Salesforce field. See screenshots below to see the error. Here is the script token I am using: ## First, covert the variable to currency format #set($total = $number.currency($$$${lead.Bonus_Gift_Card_Amt__c})) ##our code from before, e.g., $121,237.10 #set($stringLength = $total.length() - 3) ##get the total string length and calculate what we want to keep, e.g., 8 --note the specific spacing between the commands here! screwing up the syntax will crash it (e.g. if you remove the space) #set($totalb = $total.substring(0,$stringLength)) ##takes the sub string of just the first 3 characters, e.g., $121,237 ## Then, for the email output ${totalb}
... View more
01-03-2019
05:41 PM
Jim and Veronica, Thank you this helped. The only thing was it took me a minute to wrap my head around the instructions in the change partition steps from the Marketo Docs. For anyone who runs across this scenario, I would add that you should use your central workspace to set up the smart campaign. Setup your smart list to the criteria of what people/person needing to be moved from one partition to another. Then do the steps of the Change Partition as Veronica provided earlier Change Person Partition - Marketo Docs - Product Documentation in the Flow of the smart campaign. Thanks again, DeAnna
... View more
01-03-2019
02:36 PM
I have a small group of people that were originally grouped in one of my Workspaces and Partitions called Neighbors Credit Union. The assignment rule is defined by the custom field Credit Union/Lienholder field from SFDC. I have attached a snippet of my current assignment rule. I have 23 leads that I changed the Credit Union/Lienholder field from Neighbors Credit Union to evolve BG and this did not move the lead from one Workspace/Partition to another. What do I need to do? I figure the rule would move the members over to the correct database but I am finding this is not happening. Thank you, DeAnna
... View more
Labels:
12-27-2018
08:17 AM
On Thu, Dec 27, 2018 at 9:59 AM Anne Angele <marketingnation@marketo.com>
... View more
12-27-2018
08:11 AM
In Marketo or SFDC? On Thu, Dec 27, 2018 at 9:59 AM Anne Angele <marketingnation@marketo.com>
... View more
12-26-2018
06:44 PM
Hello Marketo Community, I am having an issue with Marketo updating my Salesforce standard field Lead Source. Occasionally Marketo is changing my lead source to CRM Lead. I do not have this as one of my picklist field options. Has anyone run into this issue and can guide me on how I can stop this from happening. I can't pinpoint what is triggering this update but I can see that Marketo is updating the lead and changing the field. Thank you, DeAnna
... View more
12-04-2018
12:44 PM
Sanford, We did a test of 23 in-house staff and it appears that it is not working on all devices and/or service providers. Just mine is an example my Iphone allows me to click the text phone number when the email comes through my GMail but if I go to my Yahoo mail it doesn't work. My boss uses apple mail and it did not work for him either. Thank you for your help
... View more
12-04-2018
09:08 AM
Sanford, I did what you suggested and turned off tracking. However, I am still running into the issue where the sms link is not re-directing to messaging. Do you have any other suggestions? Thank you, DeAnna
... View more
12-03-2018
01:06 PM
We keep getting an error code 404 Not Found - The redirect URL is empty
... View more
12-03-2018
10:33 AM
How do I set up a texting phone number as a clickable HYPER LINK SMS? So when someone clicks the phone number it takes them to texting and not calling. I have tried the suggested following and none of these are working: Example: But wait we have more gifts! Text ({{lead.Gift Card Redeem Code:default=edit me}} to 1-314-310-2866 - I highlight the 1-314-310-2866 click the insert edit/link button in the URL: I have tried - sms: 1-314-310-2866, sms: 13143102866, sms: +13143102866 and, sms:// +13143102866. As I stated none of these when I test the email is allowing me to click it and re-direct to texting. Please advise. Here is my sample email: Login | Marketo
... View more
Labels:
05-17-2018
10:11 PM
Thank you. However, I think that having Each person can run through the flow once is what I need due to we only want to send those emails one-time through. After we send our set of emails. We wouldn't want to send any more. Please review my final setup and tell me your thoughts. We also have other call results that will trigger different emails for example bad number is one of them that we send a set of emails to the lead advising them we don't have a good number on file and a form that they can fill out to provide us with their preferred contact number and method. Thanks again for all your help. On Thu, May 17, 2018 at 11:51 PM, Jay Jiang <marketingnation@marketo.com>
... View more
05-17-2018
09:09 PM
Jay, Thank you. During my wait for a response, I discovered exactly what you are suggesting. I tested it and it is working. My only fear is how this campaign will compare to SFDC setup. If I set up the flow to occur at different intervals after data value changes to Left Voicemail. If the data value changes before the cycle of emails go through would it stop sending emails? For example, if the Call result changes from Left Message to Contacted which is another Call Result. Will the emails stop sending? See the second illustration, to advise if my setup would stop if call result after 3 days is no longer left message. On Thu, May 17, 2018 at 9:21 PM, Jay Jiang <marketingnation@marketo.com>
... View more
05-17-2018
05:22 PM
Hi, I am trying to move some of my current time-based workflow emails from Salesforce.com. to Marketo. What I am struggling with is how to set these triggers in Marketo then how to send them in the same format I currently do from Salesforce. Reasons for my need to transition from SFDC to Marketo emails is I need these emails to come from the correct domain and I want to be able to track them. Also, too many time-based workflows are slowing down performance in SFDC. I think I would be setting up a Smart Campaign and have a setup something like below but I did a test lead and it's not triggering. I am not sure if I am on the right track. Any and all help is much appreciated. Thank you, DeAnna Here is my current set-up in SFDC example:
... View more
11-17-2017
02:51 PM
Sanford, Thank you for the insight. What would your advice be to accomplish what I did in the past with Pardot? Thank you for all your assistance. DeAnna
... View more
11-16-2017
03:20 PM
Sanford, Thank you. I think I should not have used the term PURL - personalized URL, what I want is to be able to have a landing page that will allow the lead to authenticate from Facebook, which will then allow me to redirect the lead to a Personalized Landing Page meaning to have the database fields populate the lead offer information on the page so then we could get the lead to accept or not accept doing the refinance. Currently, I have landing pages established that I am using for the email marketing in Marketo and the form fields pre-fill along with the fields on the landing page that reiterates the offer from the emails. However, I know that coming off of Facebook I will need an authentication or at least I think I do, I am not quite sure how to set this up within Marketo, since I was able to do the custom audience from Marketo and using the Ad Bridge I am not sure what type of feedback that will occur from Facebook back to Mareto. I am just now to this step in Marketo I am a new user. I was using Pardot with Salesforce previously and what I could do was set up a form on a Pardot Landing page that allowed for authentication and then would reveal their savings on the next page after they submitted. Hope this makes sense. Needing advice or possibly more training to get a full understanding of how Marketo and Facebook work together in the re-targeting aspect. Thank you, DeAnna On Thu, Nov 16, 2017 at 1:07 AM, Sanford Whiteman <
... View more
11-15-2017
10:20 PM
I have established a targeted custom audience via the Ad Bridge in Marketo. What I would like to do is be able to use a Facebook form to get the lead to want to reveal a refinance offer we have pre-established for them and then when they provide their email, they would be immediately redirected to a Marketo Landing Page that would reveal their personalized offer. I m unsure if this is the best way or if it is possible for Marketo to grad the from information and recognize who the lead is immediately and then for Marketo to allow the lead to be able to see a landing page with the tokens that would represent the name of the lead and the offer details for that individual. This may even be accomplished by having the lead go to a Marketo Landing page and form directly from the Facebook Ab but I am unsure if Marketo would be able to pre-fill the form fields with the leads email address like Facebook forms will. I looked at many discussions in the community tonight and I did not see any hat covered my question but if anyone has had experience doing this. I would be very grateful to learn your process or get your best practice knowledge. Best regards, DeAnna
... View more
11-15-2017
09:51 PM
I am working on this now, I would like to know the findings if anyone has accomplished receiving the answers.
... View more
11-15-2017
09:31 PM
Hi Alex, I noticed this question was never answered but I assume you may have found your answer by now but I just set my Facebook custom audience up and it worked perfectly. Using the steps from this article Create a Custom Audience in Facebook - Marketo Docs - Product Documentation. Best regards, DeAnna
... View more
10-27-2017
04:41 PM
Sanford, Thank you for your assistance. What my snippet revealed was I needed to checkmark the field at the program/folder level in all my workspaces. I didn't realize when the scripting token is created it only applies to that program/folder and I would have to remark the finance savings token. As far as the script, what I have is working. Not sure what happened when I tried replacing out with your code suggestions, the code broke. Thanks again for all your help. Best regards, DeAnna
... View more
10-26-2017
09:05 PM
Why is my script working in one of my workspaces and not the other? ## First, covert the variable to currency format #set($total = $number.currency($${lead.Finance_Savings__c})) ##our code from before, e.g., $121,237.10 #set($stringLength = $total.length() - 3) ##get the total string length and calculate what we want to keep, e.g., 8 --note the specific spacing between the commands here! screwing up the syntax will crash it (e.g. if you remove the space) #set($totalb = $total.substring(0,$stringLength)) ##takes the sub string of just the first 3 characters, e.g., $121,237 ## Then, for the email output ${totalb} @
... View more
- Tags:
- velocity scripting
10-10-2017
09:26 AM
When the credit application is submitted.
... View more
10-09-2017
04:03 PM
The below setup is what my consultant setup when we were putting together my first test Nurture program. I am wondering if I am correct when I read the below aspect of the Smart List. The Clicked Link in Email filter is only specifying email 1 but the campaign test has 5 emails. To measure success I would base it off of any email in the Nurture that clicked the credit application link. Also, we measure success from someone calling in off of the email. In Salesforce we make status update changes such as the Visit Type to Inbound call and the Person Status to Applicant when the application is submitted via an inbound call from the email advertisement. They may not click to the link, instead they call us from the contact number withing the email. I don't fee this setup is going to capture these influences properly. Can someone give me their feedback on what changes I would need to make to the Nurture program to achieve the result I am looking for?
... View more
09-20-2017
01:40 PM
Sanford, Thank you. I am brand new to Marketo and it took me a second to wrap my head around where and how to create the tokens within My Tokens in a folder. I thought at first this code had to be applied in the CSS and I was unsure how to begin. I just completed the setup of my Velocity (Email Script) token and it worked. Thanks again for pointing me in the right direction. DeAnna Humphrey On Tue, Sep 19, 2017 at 6:29 PM, Sanford Whiteman <
... View more
09-19-2017
02:46 PM
Grace, We are using Gmail email client when receiving the images on my computer, I have a windows computer and my daughter has a Mac both results are the same. So what I have determined is it has everything to do with Marketo's templates. It is not allowing me to change any images or text in size or length from its original suggested format and size on the top layer over the background Hero Image. I am wondering if your tool will help resolve this? I am thinking possibly not. I believe there has to be something in the code that would allow me to make the changes; for example, the logo a bigger size, see the following illustrations to get an idea of what I am referencing. Note: On mobile devices, the image never duplicates, what is different in the code, can I make the desktop work like mobile in this instance? First Image, I would like to make the logo in the upper left-hand corner even bigger but this example serves the purpose of showing you what is occurring. The second image, I kept the logo the original suggested size, which you can see is extremely small. Thank you, DeAnna On Tue, Sep 19, 2017 at 4:08 PM, Grace Brebner <marketingnation@marketo.com>
... View more
09-19-2017
11:37 AM
My background hero images are dupliating. Note: It is happening only on desktop view not on mobile view when I send a test email. I have tried changing sizes and different aspects within the code but I am feeling around in the dark as I am not very knowledgeable with code. I was hoping someone has experienced this and knows the solution.One other item that is an issue for our emails is we need to be able to display a toke/field in currency format. Do you know a snippet of code that would allow me to make my currency token read with dollar signs, commas, and decimal places?
... View more
Public Statistics
| Date Registered | 07-14-2017 04:03 PM |
| Date Last Visited | a week ago |
| Total Messages Posted | 30 |
.png)